skip to main content
Main Menu
top logo
  • WHO WE ARE
    • Our Team
    • Our Firm
    • Designations
  • WHAT WE DO
    • Retirement Planning
    • Financial Planning
    • Insurance
    • Estate Planning
  • CLIENT RESOURCES
    • Helpful Links
    • Calculators
  • CONTACT US
    • Contact
  • CLIENT LOGIN
    • Planning Portal/Wealth Management
    • NYL Portal
    • Eagle/NYLIFE
    • Mainstay Funds
    • American Funds

Unique Value Preposition

Joe is a retired military officer who proudly served and protected our country. The integrity, discipline, and commitment he carried in uniform now guide the way we serve our clients every day.

Bryan and Joe are dedicated to becoming the most technically competent advisors possible, continually strengthening their education and experience to confidently navigate even the most complex estate, retirement, and financial planning* challenges.

Our commitment is to lead clients through every stage of the planning process with clarity and precision — so they can move forward with confidence and sleep well at night.

Our Mission

Our mission is to serve as a trusted resource, empowering our clients to make informed decisions about their financial future. Through strong relationships and thoughtful planning, we help clients achieve their estate and financial planning* goals with confidence and clarity — so they can sleep well at night.

joe military
Disclosure

Bryan Mersol is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of FL, IL, IN, MI, NC, OH, PA, and VA. No insurance business may be conducted outside the states referenced.

Bryan Mersol is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 33 Sheridan Rd Ste A, Poland, OH, 44514, 330-707-1790. In this regard, this communication is strictly intended for individuals residing in the states of FL, MI, NC, OH, and PA. No offers may be made or accepted from any resident outside the specific states referenced.

Bryan Mersol is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of FL, MI, NC, OH, and PA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Bryan Mersol is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of FL, IL, IN, MI, NC, OH, PA, and VA. No insurance business may be conducted outside the states referenced.

Bryan Mersol is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 33 Sheridan Rd Ste A, Poland, OH, 44514, 330-707-1790. In this regard, this communication is strictly intended for individuals residing in the states of FL, MI, NC, OH, and PA. No offers may be made or accepted from any resident outside the specific states referenced.

Bryan Mersol is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of FL, MI, NC, OH, and PA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
top logo
  • WHO WE ARE
    • Our Team
    • Our Firm
    • Designations
  • WHAT WE DO
    • Retirement Planning
    • Financial Planning
    • Insurance
    • Estate Planning
  • CLIENT RESOURCES
    • Helpful Links
    • Calculators
  • CONTACT US
    • Contact
  • CLIENT LOGIN
    • Planning Portal/Wealth Management
    • NYL Portal
    • Eagle/NYLIFE
    • Mainstay Funds
    • American Funds

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices